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Willow Wealth
  • Sector: Fintech
  • Location: New York, NY
  • Date of Investment: 2019

Willow Wealth is a leading platform for private markets investing, enabling more than 500,000 members to access opportunities managed by established institutional partners. The platform offers access to real estate, private credit, private equity, and more through evergreen funds, curated individual opportunities, and a managed portfolio solution.

Edison Partners led a $62 million investment in the company in 2019, when it operated as Yieldstreet. The thesis was grounded in the platform’s ability to simplify an asset class that had historically been reserved for large institutions. Most individual investors hold portfolios concentrated in public equities and fixed income. Willow Wealth provides a structured path to diversify beyond stocks and bonds with asset classes that may behave differently across market cycles.

The platform provides multiple ways to invest. Members can choose from differentiated individual investments and diversified evergreen funds, or use Willow 360, an automated investing solution that builds and manages a private markets portfolio across real estate, private equity, and private credit. Each opportunity is sourced and vetted through a dedicated diligence process, with access to managers including established global institutions.

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Willow Wealth by the Numbers

500k+ Platform Members

3+ Private Market Asset Classes

How Members Invest on Willow Wealth

Willow 360 Managed Portfolios
 
An automated investing solution that allocates capital across private equity, real estate, and private credit. The platform recommends a strategy aligned with the member’s investment goals, or they choose their own. Each portfolio provides access to diversified evergreen funds managed by experienced global investment firms. 
 
Direct Investing
 
Members access a range of curated individual investments and evergreen funds spanning private credit, real estate, private equity, and more. Opportunities include specialized strategies and co-investments sourced and vetted through a dedicated diligence process. 

Edison Team
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Chris Sugden
Chris Sugden Managing Partner
Jennifer Lee
Jennifer Lee Advisor
Steve Zieja
Steve Zieja Principal

Job opportunities
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Director, Performance Marketing
Yieldstreet New York, NY, USA April 17, 2026

Associate, Investment Product Marketing
Yieldstreet New York, NY, USA February 28, 2026

Manager, Investment Product Marketing
Yieldstreet New York, NY, USA February 28, 2026

Backend Engineer
Yieldstreet Birkirkara, Malta February 24, 2026
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Frequently Asked Questions
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What is Willow Wealth?
Willow Wealth is a leading platform for private markets investing, enabling more than 500,000 members to access opportunities in real estate, private credit, private equity, and more through evergreen funds, curated individual opportunities, and a managed portfolio solution.
 
Is Willow Wealth the same as Yieldstreet?
Yes. Willow Wealth is the rebranded name for Yieldstreet, the private markets investing platform. The platform, team, and investment offerings remain the same under the new brand.
 
What can you invest in on Willow Wealth?
Willow Wealth provides access to real estate, private credit, private equity, and more. Investors can choose from curated individual investments, diversified evergreen funds, or Willow 360 — an automated investing solution that builds a managed private markets portfolio.
 
Who invested in Willow Wealth?
Edison Partners led a $62 million investment in Willow Wealth (then Yieldstreet) in 2019. The Edison team working with Willow Wealth includes Managing Partner Chris Sugden, Advisor Jennifer Lee, and Principal Steve Zieja.
 
How does Willow Wealth work?
Willow Wealth offers multiple ways to invest in private markets. Through direct investing, members access curated individual opportunities and evergreen funds. Through Willow 360 Managed Portfolios, the platform automatically allocates capital across private equity, real estate, and private credit to deliver foundational private markets exposure.